https://www.anthropic.com/

In a unique real estate transaction, some home sellers in San Francisco are asking for pre-IPO shares of OpenAI or Anthropic as payment. This move underscores the strong demand for equity in these AI firms, indicating a keen interest in their forthcoming public offerings. Both companies remain private, with OpenAI recently filing a confidential S-1 with the SEC, suggesting a potential valuation exceeding $1 trillion. Anthropic, on the other hand, is targeting an October 2026 Nasdaq debut with a projected valuation of $965 billion. This development reflects the intense market enthusiasm surrounding AI firms and their anticipated market impact.

Key Takeaways

The request for OpenAI and Anthropic stock as payment appears consistent with high demand for these AI companies’ equity.

Market pricing suggests that OpenAI’s market cap at IPO could exceed $1 trillion, reflecting strong investor interest.